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  • Title and Copyright Information
  • Preface
  • 1 Introduction to JD Edwards EnterpriseOne Workflow
    • JD Edwards EnterpriseOne Workflow Overview
    • JD Edwards EnterpriseOne Workflow Implementation
  • 2 Understanding Workflow
    • Why Workflow is Important
    • Workflow Management: Streamlining Business
    • The Benefits of Workflow
    • Workflow Enhancement Scenario
      • Conventional Workflow
      • Enhanced Workflow with JD Edwards EnterpriseOne Workflow
  • 3 Understanding JD Edwards EnterpriseOne Workflow
    • JD Edwards EnterpriseOne Workflow
    • Key Concepts
    • JD Edwards EnterpriseOne Workflow Features
    • JD Edwards EnterpriseOne Workflow Monitoring
    • Components of a JD Edwards EnterpriseOne Workflow Process
      • Components
      • JD Edwards EnterpriseOne Workflow Tasks
    • Example: A JD Edwards EnterpriseOne Workflow Process
    • Planning for JD Edwards EnterpriseOne Workflow
  • 4 Setting Up JD Edwards EnterpriseOne Electronic Mail Components
    • Understanding How to Set Up JD Edwards EnterpriseOne Electronic Mail Components
    • Setting Up JD Edwards EnterpriseOne Electronic Mail Components
    • Setting Up JD Edwards EnterpriseOne Electronic Mail Components
      • Setting Up Work Center Queues
      • Setting Up External Mail Access
        • Setting up a User in Address Book and Defining the Mail Preference
        • Updating the JDE.ini file on the Workstation and the Enterprise Server
        • SMTP Settings
        • Verifying the Setup of the SMTP server
        • Defining Shortcut Links
  • 5 Creating a JD Edwards EnterpriseOne Workflow Process
    • Understanding How to Create a JD Edwards EnterpriseOne Workflow Process (Release 9.2.6)
      • Prerequisite
    • Creating Key and Additional Data Structures
      • Understanding Key and Additional Data Structures
        • Naming Conventions for Key and Additional Data Structures
      • Creating a Data Structure for Key Data or Additional Data in Web OMW (Release 9.2.7)
      • Creating a Data Structure for Key Data or Additional Data (Releases Prior to 9.2.7)
      • Prebuilt Data Structures (Release 9.2 Update)
    • Creating a JD Edwards EnterpriseOne Workflow Process in Orchestrator Studio Workflows (Release 9.2.6.4)
      • Prebuilt JD Edwards EnterpriseOne Workflow Process (Release 9.2 Update)
    • Creating a JD Edwards EnterpriseOne Workflow Object in Object Management Workbench - Web (Release 9.2.7)
    • Creating a JD Edwards EnterpriseOne Workflow Process
      • Naming Conventions for JD Edwards EnterpriseOne Workflow Processes
      • Creating a JD Edwards EnterpriseOne Workflow Process in OMW
    • Designing a JD Edwards Workflow Process in Orchestrator Studio Workflows (Release 9.2.6)
      • Prerequisite
      • Accessing the Orchestrator Studio
      • Navigating Workflows in the Orchestrator Studio
      • Opening a JD Edwards EnterpriseOne Workflow Process in Orchestrator Studio Workflows
      • Deleting a JD Edwards EnterpriseOne Workflow Process in Orchestrator Studio Workflows (Release 9.2.6.4)
      • Understanding How to Design a JD Edwards EnterpriseOne Workflow Process in Orchestrator Studio Workflows
      • Understanding How to Use the Workflows Toolbar
      • Understanding How to Manage a JD Edwards EnterpriseOne Workflow Process in Workflows
      • Understanding How to Export or Import a JD Edwards EnterpriseOne Workflow Process (Release 9.2.6.4)
    • Adding Tasks to a JD Edwards EnterpriseOne Workflow Process
      • Understanding How to Add Tasks
      • Understanding the Link and Rule Property
      • Understanding the Join Property
      • Prerequisite
      • Adding a Task
      • Deleting a Task
      • Understanding How to Align Tasks in Orchestrator Studio Workflows (Release 9.2.6.4)
      • Saving a JD Edwards EnterpriseOne Workflow Process
        • Using Save As Option in Orchestrator Studio Workflows (Release 9.2.6.4)
      • Obsolete Tasks in Orchestrator Studio Workflows
    • Working with Transitions and Transition Conditions
      • Adding a Transition
      • Creating a Transition Condition
      • Attaching a Transition Condition to a Transition
      • Detaching a Transition Condition
    • Working with Report Tasks
      • Understanding Report Tasks
      • Configuring a Report Task
    • Using Business Function Tasks
      • Understanding Business Function Tasks
      • Prerequisite
      • Configuring a Business Function Task
    • Using Local Process Tasks
      • Understanding Local Process Tasks
      • Configuring a Local Process Task
    • Using Halt Tasks
      • Understanding Halt Tasks
      • Configuring a Halt Task
      • Setting Up JD Edwards EnterpriseOne Workflow Scheduler
    • Using Information and Action Tasks
      • Understanding Information and Action Tasks
        • Setting Up Message Templates
      • Understanding the Contents of an Information or Action Task
      • Prerequisites
      • Using JD Edwards EnterpriseOne Workflow Message Recipients
      • Understanding Methods for Routing Messages
      • Configuring an Information or Action Task
      • Understanding Escalation Rules
      • Adding Escalation Rules to an Action Task
      • Deleting Escalation Rules from an Action Task
    • Using Orchestration Tasks (Release 9.2.7)
      • Understanding Orchestration Tasks
      • Configuring Orchestration Tasks
    • Understanding Distribution Lists
      • Distribution Lists Overview
      • Structure Types
      • Distribution Lists for Group Processing
        • Example: A Distribution List Used for Group Processing
      • Additional Routing Features for Distribution Lists
        • Threshold Values
        • Routing Options
        • Escalation Hours and Minutes
        • Example: Using Additional Routing Features with Group Processing
        • Scenario 1
        • Scenario 2
      • Distribution Lists for Hierarchical Processing
        • Example: A Distribution List Used for Hierarchical Processing
    • Setting Up Distribution Lists
      • Distribution List Guidelines
      • Prerequisites
      • Creating a Distribution List for Group Processing
      • Creating a Distribution List for Hierarchical Processing
      • Viewing the Distribution Lists of which a Child is a Member
    • Modifying Existing JD Edwards EnterpriseOne Workflow Processes
      • Working with Existing JD Edwards EnterpriseOne Workflow Processes
      • Modifying the Properties of a JD Edwards EnterpriseOne Workflow Process
      • Changing the Properties of a Task
      • Changing the Properties of a Transition Condition
      • Deleting Tasks and Transitions
      • Detaching Transition Conditions
      • Deleting Transition Conditions
      • Replacing a Task
  • 6 Working with JD Edwards EnterpriseOne Workflow Process Versions
    • Understanding JD Edwards EnterpriseOne Workflow Process Versions
    • Validating a JD Edwards EnterpriseOne Workflow Process Version
    • Attaching a JD Edwards EnterpriseOne Workflow Process Version to an Application
      • Understanding How to Activate a JD Edwards EnterpriseOne Workflow Process Version
        • Activating or Deactivating a JD Edwards EnterpriseOne Workflow Process Version
      • Understanding How to Attach a JD Edwards EnterpriseOne Workflow Process to an Application
      • Prerequisite
      • Attaching the Start Process System Function to an Application
      • Attaching the Pending Approval Form to an Application
    • Launching a JD Edwards EnterpriseOne Workflow Process from a Logic Extension (Release 9.2.6.4)
  • 7 Understanding Synchronous and Asynchronous Processing
    • Synchronous and Asynchronous Processing
    • System Functions for Synchronous and Asynchronous Processing
    • Transaction Processing
  • 8 Understanding Message and JD Edwards EnterpriseOne Workflow System Functions
    • Understanding Message and JD Edwards EnterpriseOne Workflow System Functions
      • Message System Functions
      • JD Edwards EnterpriseOne Workflow System Functions
  • 9 Configuring Shortcuts
    • Understanding How to Configure Shortcuts
      • Shortcuts on the Enterprise Server
      • Shortcuts on the Microsoft Windows Client
      • Configuring a Shortcut
  • 10 Understanding Distribution List Scenarios
    • Distribution List Scenarios
      • Prerequisite
    • Group Processing Scenarios
      • Scenario 1: Group Processing
        • Setup
        • Results
    • Group Processing Scenarios
      • Scenario 1: Group Processing
        • Setup
        • Results
      • Scenario 2: Group Processing
        • Setup
        • Results
      • Scenario 3: Group Processing
        • Setup
        • Results
      • Scenario 4: Group Processing with Higher Level Overrides
        • Setup
        • Results
      • Scenario 5: Group Processing with First Response
        • Setup
        • Results
    • Hierarchical Processing Scenarios
      • Scenario 6: Hierarchical Processing
        • Setup
        • Results
      • Scenario 7: Hierarchical Processing
        • Setup
        • Results
        • Scenario 8: Hierarchical Processing with Higher Level Overrides
        • Setup
        • Results
  • 11 Delegating Workflow
    • Workflow Delegation Overview
      • Predefined Delegate Lists
      • Workflow Delegation Security
      • Workflow Delegation Monitoring
    • Configuring Workflow Delegation (Administrators Only)
      • Configuring Workflow Delegation Security
      • Application Security
      • Processing Option Security
      • Hyper Exit Security
      • Setting Workflow Delegation Processing Options
      • Creating a Predefined Delegate List
        • To create a predefined delegate list
      • Creating Workflow Delegation Records for Workflow Users
        • To create a workflow delegation record for a workflow user
    • Delegating Workflow Processes
      • Creating a Workflow Delegation Record
        • To create a workflow delegation record
      • Activating or Disabling a Workflow Delegation Record
        • To activate or disable a workflow delegation record
      • Modifying a Workflow Delegation Record
        • To modify a workflow delegation record
      • Deleting a Workflow Delegation Record
    • Monitoring and Reassigning Active Workflow Tasks
      • Overview
      • Monitoring and Reassigning Active Workflow Tasks (Workflow Administrators)
        • To monitor active workflow tasks
        • To reassign active workflow tasks
      • Monitoring and Reassigning Active Workflow Tasks (Workflow Users)
        • To monitor active workflow tasks
        • To reassign active workflow tasks
    • Workflow Monitor (Release 9.2.8)
      • Accessing the Workflow Monitor
      • Understanding How to Use the Workflow Monitor
        • Instances
        • Metrics
        • Summary (Release 9.2.8.3)
      • Terminating, Suspending, or Resuming Workflow Process Instance
      • Action Security
      • My Workflow Monitor (Release 9.2.8.2)
  • 12 Administrative Tasks
    • Understanding Administrative Tasks
    • Monitoring Process Tasks
      • Understanding Process Task Monitor
        • Review a Process Status
        • Terminate, Suspend, or Resume an Instance of a Process
        • Review Attachments to a Task
        • Overriding the Message Approval Process
      • Reviewing a Process Status
      • Terminating, Suspending, or Resuming an Instance of a Process
      • Reviewing Attachments to a Task
      • Overriding the Message Approval Process
    • Changing Queue Security
      • Understanding Queue Security
        • Specify the Queues that a User Can View
        • Change Public Security
      • Specifying the Queues that a User Can View
      • Changing Public Security
    • Activating the Escalation Monitor
      • Understanding the Escalation Monitor
      • Manually Starting the Escalation Monitor
    • Setting Up Workflow Delegation
    • Analyzing JD Edwards EnterpriseOne Workflow Processes
      • Understanding How to Analyze a JD Edwards EnterpriseOne Workflow Process
      • Analyzing a Process
    • Printing Process Instance Reports
      • Understanding Printing Process Instance Reports
      • Printing Process Instance Reports
    • Purging JD Edwards EnterpriseOne Workflow Data Files
      • Understanding the Purge Process
      • Purging Completed JD Edwards EnterpriseOne Workflow Tasks
      • Purging Completed JD Edwards EnterpriseOne Workflow Process Instances
    • Transferring JD Edwards EnterpriseOne Workflow Processes
      • Understanding JD Edwards EnterpriseOne Workflow Process Transfers
  • 13 Appendix A - JD Edwards EnterpriseOne Workflow Processes Developed Before Release 8.94
    • Understanding JD Edwards Workflow Processes Developed Before Release 8.94
    • Workflow Message Recipients
      • Using JD Edwards EnterpriseOne Workflow Message Recipients
        • Recipient Address Only
        • Structure Type Only
        • Recipient Address and Structure Type
      • Configuring a Message Task
      • Understanding Escalation Rules
      • Adding Escalation Rules to a Message Task
      • Roles
      • Understanding Recipient Conditions
        • Example: Using Recipient Conditions
        • Adding a Recipient Condition
  • 14 Appendix B - System Functions in JD Edwards EnterpriseOne Workflow
    • Send Message Extended
      • Additional Notes
  • 15 Glossary
    • activity rule
    • business function
    • business function event rule
    • Employee Work Center
    • EnterpriseOne object
    • EnterpriseOne process
    • escalation monitor
    • event rule
    • jde.ini
    • messaging server
    • named event rule (NER)
    • Object Librarian
    • project
    • triggering event
    • workflow